Streamline Subcontractor Management with FieldHub

FieldHub has introduced a comprehensive feature suite designed to simplify the management of subcontractors for customer work orders. This new functionality allows you to efficiently set up subcontractors as vendors and assign them to specific systems and work orders, enhancing your project management capabilities.

Key Features:

1. Subcontractor Setup: Easily create subcontractor profiles by designating vendors with a “Subcontractor” checkbox. This allows for streamlined tracking and management of subcontractors within your vendor list.

2. System and Work Order Assignment: Assign subcontractors at both the system type level and individual customer system level. This flexibility ensures that you can tailor subcontractor assignments based on specific project requirements or geographic proximity.

3. Work Order Management: When creating or editing work orders, a new dropdown list allows you to select from your pool of subcontractors. This list can be filtered based on system type or specific customer systems, providing a targeted selection process.

4. Communication Tools: FieldHub enables you to send a PDF summary of work orders, known as a “Field Ticket,” directly to subcontractors. This feature ensures that all parties are informed and have access to the necessary details for the completion of the work order.

5. Customizable Email Templates: The email functionality includes customizable message templates, allowing you to tailor communication to fit your business needs. You can include additional messages in the email, ensuring clear and concise communication with your subcontractors.

This feature suite is designed to enhance your operational efficiency by providing a structured approach to subcontractor management. By using FieldHub, you can ensure that your projects are executed smoothly, with the right subcontractors assigned to the right tasks, and all stakeholders kept informed throughout the process.